Analytics Chart Control Settings

Add a control that displays an Analytics chart.

Control Description

The Analytics Chart control embeds a chart from Analytics Management into a Screen. The Analytics Chart visualizes the latest analytics result data at the time the Screen displays. The Analytics Chart is interactive as if it were in Analytics Reporting.

This control is only available for the following Screen types:

Display type
Form type

See Screen Types.

Package Required

To add an Analytics Chart control to a Screen, the Analytic Reporting package must be installed.

Permissions Required

Your user account or group membership must have the following permissions to design a Screen unless your user account has the Make this user a Super Admin setting selected:

Screens: Edit Screens
Screens: View Screens

See the Screens permissions or ask your Administrator for assistance.

Add the Control to a Screen

Follow these steps to add this control to the Screen:

Edit the Screen page to which to add the control.
Locate the Analytics Chart icon in the panel to the left of the Screen Builder canvas.
Drag the Analytics Chart icon into the Screen Builder canvas. Existing controls on the Screen Builder canvas adjust positioning based on where you drag the control.
Place into the Screen Builder canvas where you want the control to display on the Screen.
Configure the Analytics Chart control. See Settings.
Validate that the control is configured correctly. See Validate Your Screen.

Below is a configured Analytics Chart control in Preview mode.

Move the Control on the Page

A ProcessMaker Platform package is required to do this.

See Move a Control on the Page.

Copy the Control with its Settings

Copying a control also copies the current settings of that control. The copied control displays below other controls placed on that Screen page.

A ProcessMaker Platform package is required to do this.

Permissions are required to do this.

Follow these steps to copy a control:

Select the control to be copied.
Click the Duplicate Control button. The control copies with its current settings, and then displays below other controls placed on that page.

Delete the Control from a Screen

A ProcessMaker Platform package is required to do this.

Permissions are required to do this.

Deleting a control also deletes configuration for that control. If you add another control, it will have default settings.

Follow these steps to delete a control from a Screen page:

Select the control to be deleted.
Click the Delete button. The control deletes. Other controls on that Screen page adjust their locations automatically.

Settings

A ProcessMaker Platform package is required to do this.

Permissions are required to do this.

The Analytic Chart control has the following panels that contains settings:

Configuration Panel Settings

Click the control while in Design mode, and then click the Configuration panel that is on the right-side of the Screen Builder canvas.

The Analytics Chart control in the Configuration panel has:

Analytics Management

Analytics Management

Use the Analytics Management setting to select which Dashboard displays the chart from the Analytics Management.

Advanced Panel Settings

Click the control while in Design mode, and then click the Advanced panel that is on the right-side of the Screen Builder canvas.

Below are settings for the Analytics Chart control in the Advanced panel:

Visibility Rule

Specify an expression that indicates the condition(s) under which this control displays. See Expression Syntax Components. If this setting does not have an expression, then this control displays by default.

Note the following regarding how to use visibility rules:

To make this control hidden until another control contains a value, enter the Variable Name setting value of that control to this control's Visibility Rule setting.
Visibility rules override custom CSS settings.

See the following best practices regarding custom CSS in Screens:

Device Visibility

Select on which device types this control displays:

Desktop: The control displays only on desktop devices. Enable the Show for Desktop toggle key.
Mobile: The control displays only on mobile devices. Enable the Show for Mobile toggle key.
Both: The control displays on both desktop and mobile devices. Both toggle keys are enabled by default.

CSS Selector Name

Enter the value to represent this control in custom CSS syntax when in Custom CSS mode. As a best practice, use the same CSS Selector Name value on different controls of the same type to apply the same custom CSS style to all those controls.

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